Who owns AVUS
Which tracked institutional funds hold AVUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVUS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AVUS is one-sided between 2026-Q1 and 2026-Q2: 301 added or opened and 34 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AVUS’s largest tracked holder by dollar value, HB Wealth Management, LLC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 3.9% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVUS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 567 tracked filers holding AVUS, 303 increased or opened the position and 209 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AVUS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- Prime Capital Investment Advisors, LLC$226M
- TWO SIGMA INVESTMENTS, LP$49M
- Aspen Private Advisors, LLC$35M
- Copper Harbor Investment Advisors, LLC$34M
- CREATIVE FINANCIAL DESIGNS INC /ADV$28M
- AXXCESS WEALTH MANAGEMENT, LLC$18M
Full exits 20
- HighTower Advisors, LLC$179M
- PARK AVENUE SECURITIES LLC$90M
- BCR Wealth Strategies, LLC$78M
- Leo Wealth, LLC$52M
- Summit Portfolio Management, LTD.$14M
- Annandale Capital, LLC$11M
Largest adds
- FIFTH THIRD BANCORP$226M
- HB Wealth Management, LLC$133M
- AMERICAN CENTURY COMPANIES INC$122M
- LPL Financial LLC$60M
- ENVESTNET ASSET MANAGEMENT INC$54M
- Oak Root LLC$49M
Largest trims
- Gateway Wealth Partners, LLC$12M
- Mariner, LLC$11M
- Foundations Investment Advisors, LLC$8M
- Corient Private Wealth LP$7M
- Kestra Investment Management, LLC$3M
- Frankly Finances, LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HB Wealth Management, LLC added | 6,026,439 | $772M | 8.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 4,549,423 | $583M | 6.2% | 2026-Q2 |
| Oak Root LLC | 2,905,949 | $372M | 3.9% | 2026-Q2 |
| LPL Financial LLC added | 2,541,722 | $326M | 3.4% | 2026-Q2 |
| MASECO LLP added | 2,377,661 | $305M | 3.2% | 2026-Q2 |
| Annex Advisory Services, LLC added | 2,025,359 | $259M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,009,207 | $257M | 2.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,954,513 | $250M | 2.6% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,764,029 | $226M | 2.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC new | 1,763,123 | $226M | 2.4% | 2026-Q2 |
| Financial Plan, Inc. added | 1,428,195 | $183M | 1.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,412,717 | $181M | 1.9% | 2026-Q2 |
| Great Point Wealth Advisors, LLC added | 1,182,649 | $151M | 1.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 1,125,582 | $144M | 1.5% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 1,104,250 | $141M | 1.5% | 2026-Q2 |
| Modera Wealth Management, LLC added | 1,076,358 | $138M | 1.5% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC trimmed | 1,015,751 | $130M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 999,429 | $128M | 1.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 982,092 | $126M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 971,486 | $124M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 967,372 | $124M | 1.3% | 2026-Q2 |
| Creative Planning trimmed | 938,149 | $120M | 1.3% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 907,573 | $116M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 879,326 | $113M | 1.2% | 2026-Q2 |
| RVW Wealth, LLC added | 826,494 | $106M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 816,548 | $105M | 1.1% | 2026-Q2 |
| Bridgewater Advisors Inc. added | 810,647 | $105M | 1.1% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 767,323 | $98M | 1.0% | 2026-Q2 |
| McLean Asset Management Corp added | 751,137 | $96M | 1.0% | 2026-Q2 |
| B&D White Capital Company, LLC added | 737,291 | $94M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 731,664 | $94M | 1.0% | 2026-Q2 |
| Simplicity Wealth,LLC added | 702,241 | $90M | 0.9% | 2026-Q2 |
| Cresset Asset Management, LLC added | 666,468 | $85M | 0.9% | 2026-Q2 |
| Savant Capital, LLC added | 655,079 | $84M | 0.9% | 2026-Q2 |
| SC&H Financial Advisors, Inc. added | 643,544 | $82M | 0.9% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS added | 628,777 | $81M | 0.9% | 2026-Q2 |
| Rockwood Wealth Management, LLC trimmed | 605,983 | $78M | 0.8% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. added | 528,975 | $68M | 0.7% | 2026-Q2 |
| Plancorp, LLC trimmed | 527,558 | $67M | 0.7% | 2026-Q2 |
| ACCREDITED INVESTOR SERVICES, LLC added | 517,498 | $66M | 0.7% | 2026-Q2 |
| WMG Financial Advisors, LLC added | 506,461 | $65M | 0.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 496,521 | $64M | 0.7% | 2026-Q2 |
| CPC Advisors, LLC added | 492,914 | $63M | 0.7% | 2026-Q2 |
| Gradient Investments LLC added | 483,502 | $62M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 471,368 | $60M | 0.6% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 450,553 | $58M | 0.6% | 2026-Q2 |
| Geometric Wealth Advisors added | 445,778 | $57M | 0.6% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 442,411 | $57M | 0.6% | 2026-Q2 |
| World Investment Advisors | 441,517 | $49M | 0.5% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 440,816 | $56M | 0.6% | 2026-Q2 |
| CORRECT CAPITAL WEALTH MANAGEMENT added | 436,566 | $56M | 0.6% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 435,464 | $56M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 434,777 | $56M | 0.6% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 433,975 | $56M | 0.6% | 2026-Q2 |
| Indivisible Partners added | 430,377 | $55M | 0.6% | 2026-Q2 |
| AWM CAPITAL, LLC trimmed | 421,140 | $54M | 0.6% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 415,640 | $53M | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 407,458 | $52M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 396,786 | $51M | 0.5% | 2026-Q2 |
| LEGACY FINANCIAL GROUP, INC. added | 390,059 | $50M | 0.5% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 384,167 | $49M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 381,500 | $49M | 0.5% | 2026-Q2 |
| Mattern Wealth Management LLC added | 379,466 | $49M | 0.5% | 2026-Q2 |
| Disciplina Capital Management LLC trimmed | 377,700 | $48M | 0.5% | 2026-Q2 |
| Arcadia Wealth Management, Inc. added | 368,667 | $47M | 0.5% | 2026-Q2 |
| Glenview Trust Co added | 361,185 | $46M | 0.5% | 2026-Q2 |
| BSW Wealth Partners trimmed | 357,436 | $46M | 0.5% | 2026-Q2 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 353,155 | $45M | 0.5% | 2026-Q2 |
| Hutchens & Kramer Investment Management Group, LLC added | 348,287 | $45M | 0.5% | 2026-Q2 |
| Align Financial, LLC added | 344,040 | $44M | 0.5% | 2026-Q2 |
| CONTINUUM WEALTH ADVISORS, LLC added | 339,935 | $44M | 0.5% | 2026-Q2 |
| Signature Resources Capital Management, LLC added | 337,465 | $43M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 334,161 | $43M | 0.5% | 2026-Q2 |
| Highland Financial Advisors, LLC trimmed | 331,484 | $42M | 0.4% | 2026-Q2 |
| CVA Family Office, LLC added | 324,622 | $42M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 308,426 | $39M | 0.4% | 2026-Q2 |
| JRM Investment Counsel, LLC trimmed | 301,331 | $39M | 0.4% | 2026-Q2 |
| HTG Investment Advisors, Inc. added | 296,736 | $38M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 276,485 | $35M | 0.4% | 2026-Q2 |
| Aspen Private Advisors, LLC new | 276,168 | $35M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 271,743 | $35M | 0.4% | 2026-Q2 |
| Burton Enright Welch added | 265,570 | $34M | 0.4% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 261,754 | $34M | 0.4% | 2026-Q2 |
| Zhang Financial LLC added | 259,250 | $33M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 248,728 | $32M | 0.3% | 2026-Q2 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC added | 246,572 | $32M | 0.3% | 2026-Q2 |
| Sensenig Capital Advisors, Inc added | 243,335 | $31M | 0.3% | 2026-Q2 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC trimmed | 230,978 | $30M | 0.3% | 2026-Q2 |
| WorthPointe, LLC added | 230,810 | $30M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 229,401 | $29M | 0.3% | 2026-Q2 |
| Oak Wealth Advisors LLC added | 225,124 | $29M | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 217,490 | $28M | 0.3% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 209,287 | $27M | 0.3% | 2026-Q2 |
| Trellis Wealth Advisors LLC trimmed | 205,672 | $26M | 0.3% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 201,207 | $26M | 0.3% | 2026-Q2 |
| Torren Management, LLC added | 197,155 | $25M | 0.3% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC added | 196,498 | $25M | 0.3% | 2026-Q2 |
| Henrickson Nauta Wealth Advisors, Inc. trimmed | 192,534 | $25M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 189,195 | $24M | 0.3% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 181,106 | $23M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.